IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$403M
2
Victory Capital Management
2
Victory Capital Management
Texas
$265M
3
Bank of America
3
Bank of America
North Carolina
$514M
4
AP
4
Advisors Preferred
Maryland
$46.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.11B

Top Sellers

1
TF
1
TIAA FSB
Florida
$2.2B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Truist Financial
3
Truist Financial
North Carolina
$107M
4
PAG
4
Private Advisor Group
New Jersey
$17.2M
5
RWG
5
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$74.3M +$2M +16,332 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$73.7M +$4.94M +40,378 +7%
CC
28
Cassaday & Co
Virginia
$62.3M +$3.88M +31,715 +7%
SF
29
Synovus Financial
Georgia
$47.3M +$203K +1,655 +0.4%
AP
30
Advisors Preferred
Maryland
$46.9M +$46.9M +383,356 New
ANTB
31
AMG National Trust Bank
Colorado
$44.2M +$769K +6,283 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$43.3M +$6.84M +55,883 +19%
AAP
33
Arax Advisory Partners
Colorado
$43M +$548K +4,481 +1%
OCM
34
One Capital Management
California
$39.6M -$214K -1,745 -0.5%
ACA
35
Anchor Capital Advisors
Massachusetts
$35.8M +$35M +285,867 +4,532%
CPIG
36
Chicago Partners Investment Group
Illinois
$34.1M +$1.35M +11,581 +4%
Mariner
37
Mariner
Kansas
$32.9M +$5.31M +43,354 +19%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$32.8M +$367K +2,999 +1%
WWM
39
Windsor Wealth Management
Indiana
$31.5M -$43.9K -355 -0.1%
CMA
40
Cedar Mountain Advisors
Oregon
$30.8M +$387K +3,165 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$29.7M +$2.46M +20,131 +9%
BCIM
42
Bishop & Co Investment Management
Pennsylvania
$28.8M +$3.39M +27,664 +13%
RJA
43
Raymond James & Associates
Florida
$28.6M +$1.54M +12,565 +6%
VNIM
44
Vaughan Nelson Investment Management
Texas
$28.4M -$7.34K -60 -0%
M&T Bank
45
M&T Bank
New York
$27.9M -$562K -4,592 -2%
HWA
46
Heritage Wealth Advisors
Virginia
$27.2M +$1.01M +8,215 +4%
KeyBank National Association
47
KeyBank National Association
Ohio
$26.4M -$112K -918 -0.4%
AWMS
48
Advocacy Wealth Management Services
Georgia
$24.5M +$1.43M +11,692 +6%
Brown Advisory
49
Brown Advisory
Maryland
$23.8M +$53.8K +440 +0.2%
AFIMH
50
American Family Insurance Mutual Holding
Wisconsin
$23.8M – – –
1
2
3 4 5